Martech

MARCH 26, 2024

Once perceived primarily as technical support, martech teams are now central figures in strategic decision-making. Narrating the story behind the data lets marketing technologists demonstrate the insights’ direct impact on achieving strategic objectives, transitioning from technical support to strategic architects.

Customers 105

Customers Strategic planning Strategize Appointment 105

Partners in Excellence

MARCH 26, 2024

” Why I’m So Interested In Selling I worked as a finance manager for a large tech company early in my professional career. When these large, strategic deals closed, our team and the company celebrated the success. My responsibilities included building profitability models for large, multi-million deals.

Sell 103

Sell Cross-sell Finance B2C 103

Search Engine Land

APRIL 8, 2024

How this prompt could be improved: You are a mid-market corporate finance boutique providing advisory services to businesses across our five key sectors: Sustainability; Software, Media & Technology; Business Services; Manufacturing & Distribution; and Health & Education. Here’s a step-by-step breakdown of the process: 1.

Finance 103

Finance Manufacturing Referrals Construction 103

Heinz Marketing

JUNE 22, 2023

They base their decisions on factors such as market trends, financial performance, strategic growth, and customer needs. These folks are typically Finance, Procurement, Legal, or someone Technical like Security (Compliance). They are usually executives or managers who have a broad understanding of the company’s goals and objectives.

Finance 104

Finance Strategize Account management Engineering 104

Hubspot

APRIL 3, 2019

Or should I say, what's the strategic plan? But, with strategic planning, businesses can increase productivity, profitability, and increase their longevity by creating a clear plan for the future. Does strategic planning sound too good to be true? Strategic Planning. And strategic plans are often adjusted each year.

Strategic planning 74

Strategic planning Strategize Objectives and Key Results Sales 74

SaaStr

MAY 7, 2024

Why Is Every Role a Prompt Engineering Role Runway is a next-generation finance platform. If you think about scenario planning in finance, you might ask your CFO how to increase revenue next year and not run out of money. Make it a strategic priority for the company. Here’s how Runway does it. Automate before hiring.

Engineering 77

Engineering Finance Strategize Follow-up 77

Sell Or Die

JANUARY 31, 2019

Pete speaks to leaders in Fortune 500 companies to bring out those moneymaking concepts laying deep in the cranium with strategic thinking sessions. What are strategic thinking sessions? 05:00 - Your money mindset can limit your finances. They interview entrepreneurs and sales experts to find out the why behind their success.

Strategize 40

Strategize Finance Pitch Up-sell 40

Martech

FEBRUARY 8, 2024

This data compensates for the deprecation of third-party cookies and offers a strategic edge to those who utilize it effectively. The strategic use of GA4 is crucial in this process. On top of this, detailed data can prove invaluable for enhancing collaboration between departments, especially marketing and finance.

Finance 115

Finance Technology Technology Strategize 115

Sales Hacker

DECEMBER 2, 2019

I understand accounting and finance. I can place accounting and finance professionals.” I love the quarterback focus, where I can be strategic internally and help resources really come together to do what’s in the best interest of the customer, and I love helping the customer figure out how they can do things differently.

Strategize 52

Strategize Contract Strategic planning Drivers/motivators 52

SaaStr

MAY 3, 2021

Even when you hire your great VP of Marketing, and he handles all the routine demand gen, the campaigns, even your user conference (which you need to do — more on that here ) … expecting true, deep strategic insight on how to position your product in the future … that’s expecting too much. Trust Me Here. You Have To.

Finance 111

Finance Strategize Engineering Quota 111

Heinz Marketing

SEPTEMBER 25, 2022

How Finance and IT Can Collaborate for Growth. In this piece, Adam Zaki offers solutions for increased collaborating between finance and IT departments in an organization. He notes: “Connecting finance and IT teams enables the CFO to provide strategic advice when IT purchases and implements new software.”

B2B 73

B2B Finance Strategize Follow-up 73

Sales Hacker

OCTOBER 19, 2022

Bigger strategic lifts require more intention. It’s extremely rare that the strategic context of the Head of Sales’ last company is the same at the new company.”. Then the CFO and Finance team enter to look at it from a financial viability perspective, find loopholes, and determine if the plan is still profitable for the company.

Commission 96

Commission Finance Quota Strategize 96

Salesforce

DECEMBER 6, 2022

CFOs are taking broader leadership responsibilities, such as managing customer experiences, hiring and retaining talent, and leading strategic shifts into automation and other areas. The ability to lead a diverse set of individuals, both finance and non-finance, across the organization takes people skills. Sign up now.

Meeting 98

Meeting Finance Technology Technology 98

Martech

MAY 2, 2023

Beyond marketing, sales and customer success, your product, finance, operations and executive teams are invaluable partners. Together, leaders can define roles and accountability working each type of account — strategic, commercial, growth or however the organization segments customers and markets. Here is how a $1.4

Finance 108

Finance Sports B2B Contract 108

Martech

APRIL 18, 2024

For us as a bank, our scope 3 emissions are finance emissions. Going into the building in which you have a strategic meeting, lighting that building and that specific room, has a carbon footprint. (The company Scope3’s name is a nod to this term.) “Our Fifty percent of our energy now comes from renewables.

Transportation 112

Transportation Finance Strategize Promote 112

Partners in Excellence

OCTOBER 11, 2023

And only 1% of RevOps and 12% of Finance leaders believe comp plans are aligned with overall company goals. A recent report cited: 97% * of leaders think there are challenges with their comp plans. 91% of organizations failed to hit goal, yet only 31% of them felt the quotas were unrealistic. 78% find their comp plans difficult to understand.

Objectives and Key Results 110

Objectives and Key Results Pipeline Finance Quota 110

SaaStr

MARCH 22, 2024

Different Pathways to CRO For Jane Kim, former CRO of CircleCl,, she used to work in finance before transitioning to SaaS. During her time in finance, she did multi-million dollar deals with 12 to 18-month deal cycles. Sales is highly strategic, and the best reps and teams are really the CEO of their territory.

Finance 95

Finance Territory Quota Presentation 95

Sales Hacker

JANUARY 11, 2022

Join us as we discuss: Balancing sales knowledge with strategic knowledge in the classroom. Why giving data to finance people makes them annoying. The necessity of understanding managerial finance. Mistakes that new CROs usually make. Debunking digital transformation in a supposedly digital-leads-physical world.

Finance 80

Finance Strategize Sales Technology 80

Heinz Marketing

JANUARY 10, 2022

Join us for a great conversation about speaking finance as a marketer, the importance of the sales role in retention, how you are successful as a leader first and much more. But I wanted to start with our guest today, Russell Benaroya, talking about the finance side because you mentioned sort of your focus is on sort of marketing agencies.

Pipeline 102

Pipeline Finance Non-Profits Sales 102

Martech

FEBRUARY 7, 2024

It’s about making sure that the system can talk to, learn from, and inform every other part of your business, from marketing and sales to customer service and finance. Three ways to be more strategic about AI integrations in 2024 No more vague goals Any AI-based marketing effort needs to have specific and clear objectives.

Technology 128

Technology Technology CRM Finance 128

SaaStr

AUGUST 11, 2022

Its software sets HR free to do great work and be more strategic, which helps the entire organization do the same. Ramp is building the next generation of finance tools – from corporate cards and expense management, to bill payments and accounting integrations – designed to save businesses time and money with every click.

Finance 74

Finance Strategize Clients Trust 74

The Advantexe Advisor

JULY 29, 2021

Finance is too complicated”. Not only is training employees a great retention tool, but in these highly volatile times, having new skills can help create strategic advantage and drive business results. It’s going to be boring”. How can they teach business acumen in a couple of days when it takes years in a university program?

Finance 97

Finance Strategize Process 97

Search Engine Land

JULY 26, 2023

If embraced, this approach can elevate marketers from reactive short-term campaign executors to strategic long-term builders of brands and drivers of revenue. All of this should be exciting to any marketer, but it will take time and persuasion to convince your company, especially your finance team, to approve.

Click Through Rate 98

Click Through Rate Objectives and Key Results Drivers/motivators Lead generation 98

Sales Pop!

MARCH 15, 2024

These tasks encompass a wide range of administrative and support functions, such as managing finances through bookkeeping, offering customer support over the phone, and performing various other office-related duties—all without the need for physical presence in an office environment.

Real Estate 64

Real Estate Healthcare Construction Legal 64

Salesforce

NOVEMBER 11, 2022

We recently spoke with several executives in finance — including some who joined us for our “Women of Wall Street” features at Salesforce’s New York World Tour and Dreamforce events this year — to learn more about their journeys. Empowering women in finance. Get articles selected just for you, in your inbox. Sign up now.

Finance 98

Finance Networking Manufacturing Customer Relationship Management 98

The 5% Institute

JUNE 15, 2023

It encompasses a range of activities that support and optimize the sales team’s performance, including strategic planning, process management, data analysis, and technology implementation. Strategic Planning for Sales Operations Effective strategic planning is a crucial aspect of sales operations.

Strategic planning 52

Strategic planning Finance Cross-sell Strategize 52

Partners in Excellence

MARCH 7, 2024

In college, I studied management with an emphasis on marketing and finance. I’ve met and worked with countless senior executives at some of the largest firms in the world and have gotten into deep strategic discussions. I think that has done a lot to help me in my sales career.

Sell 68

Sell Finance Consult Strategize 68

SaaStr

AUGUST 8, 2023

The role of finance in SaaS is changing. No longer are finance teams the traditional “bean counters” of ages past. Instead, due to a decade-long exodus from Wall Street, the strategic CFO has burst onto the tech scene. SaaStr Workshop Wednesdays are LIVE every Wednesday. SaaStr Workshop Wednesdays are LIVE every Wednesday.

Finance 67

Finance Strategize A/B testing Growth 67

Smarter With Gartner

SEPTEMBER 12, 2021

For you and your team, the key difference is that product-centric delivery is funded on a continuous basis — and is justified by the strategic importance of the incremental value being delivered. . This allows teams to pivot more quickly based on new conditions in the market, customer preferences or priorities. .

Finance 98

Finance Strategize Technology Technology 98

Search Engine Land

AUGUST 29, 2023

Customer insights: A strategic approach We gain a significant advantage when we go beyond traditional keyword research and prioritize understanding customers. This strategic approach enables you to become a first mover within search engine result pages (SERPs), enhancing your visibility and authority.

Customers 98

Customers Niche Finance Strategize 98

Martech

SEPTEMBER 16, 2022

This required people from sales, product marketing, operations, finance and other departments to work on the transformation full-time. Over the course of meeting with internal stakeholders, we settled on three strategic areas,” said Zeigler. To free them up, the company hired additional staff to manage day-to-day tasks.

E-commerce 134

E-commerce Customers CRM B2C 134

Lead Fuze

JUNE 26, 2023

In this blog post, we’ll explore the various pricing models used by digital marketing agencies – from hourly rates to value-based approaches – and how balancing revenue with business expenses can affect an agency’s financial health, as well as strategic partnerships for lead acquisition and revenue generation.

Strategic partnership 97

Strategic partnership Profit margin Non-Profits Strategize 97

Partners in Excellence

MARCH 4, 2024

He’s also written one of the best books on “communications,” in Lean Communication , as well as Strategic Sales Presentations. Jack has written one of the best books on business/financial acumen, I ‘ve ever read: Bottom Line Selling. Jack’s story is fascinating, like many of the others.

Sell 73

Sell Appointment Finance Pitch 73

Martech

APRIL 19, 2023

Strategic intelligence. Broadly, strategic intelligence means using BI insights to drive and support strategy. Applications of decision intelligence DI applies to various decision-making problems, such as resource allocation, risk management, strategic planning, and, yes, marketing. Next, DI reduces risk and uncertainty.

Strategize 119

Strategize GTM Healthcare Strategic planning 119

Gong.io

FEBRUARY 22, 2022

Specifically, when you run quarterly business reviews (QBRs), use these tips from Sam Kennedy: Know and cater to your audience: Renewal conversations are now bumping up a level, often to the Director of Finance or the CFO. CHURN REDUCTION STRATEGY #3: ALIGN SOLUTIONS WITH STRATEGIC GOALS. Dig deeper to get to more strategic issues.

Customers 115

Customers Strategize Finance Presentation 115

SaaStr

SEPTEMBER 21, 2021

Digital Finance Today. Sager says, “It’s increasingly becoming a strategic imperative I think, even for non-financial companies, to start thinking about their embedded financial strategy and the types of solutions they want to bring to the market because if they don’t, their competitors will get an edge.”

Finance 69

Finance Technology Technology Strategize 69

Martech

OCTOBER 23, 2023

If they do have the finances, they want value before they’ll be ready to execute a purchase. The key is to remain strategic, agile and consumer-centric in media buying decisions. Each recession reflects similar consumer behavior: people go out less, spend more time at home and tend to watch more television.

Finance 120

Finance Trust Market share Strategize 120